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Appleton Group’s NextEra Energy NEE Stock Holding History

Appleton Group’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,280
Closed -$202K – 33
2017
Q1 		$202K Buy
+6,280
New +$197K 0.23% 32
2016
Q3 		– Sell
-6,272
Closed -$204K – 30
2016
Q2 		$204K Buy
+6,272
New +$188K 0.34% 21

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Appleton Group's NEE Position: Q2 2017 in Review

Appleton Group sold out of NextEra Energy (NEE) in Q2 2017, closing a stake of 6,280 shares — an estimated $202K sold.

Appleton Group first reported a position in NEE in Q2 2016 and held it in 2 quarters. The position peaked at $204K in Q2 2016. 1,222 funds tracked by Wall St. Rank hold NEE as of Q2 2017.

  • Appleton Group reported no remaining NextEra Energy position as of Q2 2017 after selling out during the quarter.
  • Appleton Group sold 6,280 NextEra Energy shares in Q2 2017, an estimated $202K.
  • Appleton Group first reported a position in NextEra Energy in Q2 2016 and held it in 2 quarters.
  • Appleton Group's NextEra Energy position peaked at $204K in Q2 2016.
  • 1,222 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2017.

Based on Appleton Group's 13F filing for Q2 2017, filed 2 Aug 2017.